ESG continues to grow exponentially as investors and issuers increasingly use ESG and climate data to support their investment decision-making. But has it delivered on its performance promise? Find out more in this presentation, which takes a detailed look under the hood of ESG investing, covering: an evaluation of ESG fund performance in the year-to-date, including by sector, and its broader market impact. In addition, how ESG scores have evolved over time and how to use them.

A quickfire focus demonstrating expertise of sustainable funds and sectors -  what makes them stand out, their investment teams, key parts of the sustainable investment process, key positions at launch, engagement approach, and how this fits in investors' broader sustainable portfolios

Philanthropy Impact’s recent research findings with a sample of GEN Z and millennial wealth holders will be discussed including their desire to align their wealth with their values. They expect their private client professional advisors to provide professional support in numerous, increasingly complex areas related to responsible, sustainable, impact investing and philanthropy. They indicated that the professional advisory industry is falling short of the expectations of emerging wealth holders with a warning that the on-going wealth transfer could be accompanied by the next generation changing advisors en masse.

The speakers will discuss: 

• This change in investment priorities as it relates to gen z, millennials and now to older generations 
• Key obstacles to their professional advisors adjusting to meet their needs 
• Benefits for advisory firms 
• A framework for action including recommended next steps to future-proof advisory firms
  

• How can advisers prepare for the SDR ahead of the FCA’s adviser consultation paper?
• How should the rules be interpreted for multi-asset strategies?
• What are the opportunities and the risks of the SDR for clients? What happens if advisers need to advise clients to move out of funds? Are clients likely to pay more? What is the role of advisers of preparing clients?
• What costs will advisers face in readying themselves for the implementation of the SDR and how are they addressing them?
• Are we likely to see changes to the three sustainable investment labels: ‘sustainable focus'; ‘sustainable improvers' and ‘sustainable impact'?
  

Positive Change is a global equity strategy which aims to deliver attractive investments returns and contribute towards a more sustainable and inclusive world. Richard will share what Positive Change means, and how Baillie Gifford thinks about it in the context of the portfolio it has been running since 2017. He will discuss the important of the measurement and reporting of non-financial metrics, and share his enthusiasm on the areas which the team are currently exploring in their search for companies where profit complements purpose.

Leadenhall cover how ILS can provide investors with attractive risk, return and ESG characteristics in their investment strategies. In particular Leadenhall cover how ILS delivers social resilience to societies, including from meteorological and climate events. Currently opportunities in the space have led to the highest yields in many years and Leadenhall update on the drivers of this dynamic.

In this fireside chat, we will dive deeper into the sustainability transformation of private capital. This will explore how GPs are responding to both regulatory change and client demand, and how pension schemes are using engagement through private capital allocations to significantly enhance sustainability performance.

How pension funds can reach the 2025 target of eliminating deforestation from portfolios.

How do fund selectors consider the culture and values of an organisation when making investment decisions and how are professional investors considering and monitoring companies to ensure they are behaving with honesty with the consumer at the heart.

Carrying out a sustainable investing mandate can be complex. The wide expanse of data and methodologies available to professional investors, makes apples-to-apples comparisons difficult. The risk of falling prey to greenwashing is real.

In this session, we will explore why it is important to use data that can provide insights at both the portfolio and company levels based on the same research framework. We’ll discuss solutions that provide insights to asset owners and wealth managers and help mitigate against the risks of greenwashing, by ensuring that the risks and exposures in an asset manager’s portfolios reflect the ESG Intentionality of what the managers have expressed in the strategy mandate and investment policies. We will end by showcasing how to tell a compelling ESG story.

Positive Change is a global equity strategy which aims to deliver attractive investments returns and contribute towards a more sustainable and inclusive world. Richard will share what Positive Change means, and how Baillie Gifford thinks about it in the context of the portfolio it has been running since 2017. He will discuss the important of the measurement and reporting of non-financial metrics, and share his enthusiasm on the areas which the team are currently exploring in their search for companies where profit complements purpose.

Advisers need to move beyond the portfolio and be able to demonstrate to clients that their investment is achieving real positive change.

• How can advisers know that fund providers are using their influence to drive progress at companies they are invested in and hold them to account?

• How can advisers measure the success of that engagement and genuinely demonstrate the impact of their clients' sustainable investments?

• What works in terms of reporting on sustainable investments for clients?

• What can advisers do to ensure providers are walking the talk?

• What are advisers demanding?
• How does this link to Consumer Duty
• The tools, data and missing processes needed to move sustainable investing forward
• How do you do comparisons between funds?
  

• Building capacity and positioning your adviser firm

• Telling your story

• Opportunities for advisers to connect and collaborate

• Proving that sustainable investing improves adviser business outcomes

Positive Change is a global equity strategy which aims to deliver attractive investments returns and contribute towards a more sustainable and inclusive world. Richard will share what Positive Change means, and how Baillie Gifford thinks about it in the context of the portfolio it has been running since 2017. He will discuss the important of the measurement and reporting of non-financial metrics, and share his enthusiasm on the areas which the team are currently exploring in their search for companies where profit complements purpose.

Trustees must demonstrate expertise in an area that is complex and continually evolving. This session sets out everything a trustee needs to know about TCFD disclosures, what is being done and the difference this is making.